-11.1%
AXP vs BNY
+39.1%
-50.2%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.6% |
| 7D | -0.1% | +3.9% | -4.0% | -2.2% |
| 30D | +4.4% | +11.9% | -7.5% | -1.8% |
| 3M | -6.4% | -5.0% | -1.4% | -4.0% |
| 6M | +4.2% | +14.6% | -10.4% | -5.1% |
| YTD | -12.4% | +34.5% | -46.9% | -29.2% |
| 1Y | -11.1% | +40.6% | -51.7% | -31.5% |
| All | -11.1% | +39.1% | -50.2% | -31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded BNY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling